Intercontinental Wealth Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $458K | Buy |
4,905
+170
| +4% | +$15.9K | 0.11% | 196 |
|
|
2023
Q1 | $472K | Sell |
4,735
-136
| -3% | -$13.6K | 0.12% | 202 |
|
|
2022
Q4 | $483K | Sell |
4,871
-89
| -2% | -$8.82K | 0.14% | 164 |
|
|
2022
Q3 | $435K | Buy |
4,960
+92
| +2% | +$8.07K | 0.14% | 174 |
|
|
2022
Q2 | $445K | Buy |
4,868
+1,638
| +51% | +$150K | 0.12% | 178 |
|
|
2022
Q1 | $349K | Buy |
3,230
+68
| +2% | +$7.35K | 0.08% | 219 |
|
|
2021
Q4 | $369K | Buy |
3,162
+1,382
| +78% | +$161K | 0.08% | 216 |
|
|
2021
Q3 | $201K | Buy |
+1,780
| New | +$201K | 0.05% | 275 |
|